2021 is coming to a close, so it's time for your books to do the same!

Page tree

Caution

In the Mass Change window, you can edit data in the departmental fields. Mass change has two options: changing a field's value or moving the data from one field to another. 

 To change departmental fields values
  1. If you have not already done so, make a backup.
  2. Under Manage Records, click the Tasks tab.
  3. Select People Mass Change and click Go .
  4. In the Mass Change window, under Change Mode, select Change Field Value.
  5. Under Available Fields, select the field you want to change.
  6. Under Include, select the appropriate option according to which records you want to change.
  7. Under Move To, enter or select the Value to Change and/or the New Value.
  8. Click Change.
 To move individual, family, or address fields to departmental fields
  1. If you have not already done so, make a backup.
  2. Under Manage Records, click the Tasks tab.
  3. Select People Mass Change and click Go .
  4. In the Mass Change window, under Change Mode, select Move Field.
  5. Under Available Fields, select the Individual, Family, or Address field you want to move to a departmental field.
  6. Under Move To, select the departmental field you want to move the Individual, Family, or Address field to. Only alphanumerical, list, and date fields are available to move into. Individual, organizations, currency, and number fields are not available, and the field's description name is not moved.
  7. Click Move.